Franklin Global Equity SRI UCITS ETF (FLXG.DE)
FLXG.DE is a passive ETF by Franklin Templeton tracking the investment results of the MSCI ACWI NR USD. FLXG.DE launched on Sep 6, 2017 and has a 0.30% expense ratio.
ETF Info
| ISIN | IE00BF2B0N83 |
|---|---|
| WKN | A2DTF3 |
| Issuer | Franklin Templeton |
| Inception Date | Sep 6, 2017 |
| Category | Global Equities |
| Index Tracked | MSCI ACWI NR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FLXG.DE has a high expense ratio of 0.30%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FLXG.DE vs. GGRG.L
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Franklin Global Equity SRI UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Franklin Global Equity SRI UCITS ETF had a return of 7.29% year-to-date (YTD) and 12.58% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.29% | 11.29% |
| 1 month | 1.50% | 4.87% |
| 6 months | 10.87% | 17.88% |
| 1 year | 12.58% | 29.16% |
| 5 years (annualized) | 12.54% | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of FLXG.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.98% | 1.82% | 3.22% | -2.72% | 7.29% | ||||||||
| 2023 | 4.13% | -0.81% | -0.31% | 0.88% | -1.64% | 2.14% | 2.22% | -2.44% | -0.03% | -3.94% | 4.73% | 4.08% | 8.93% |
| 2022 | -5.13% | -2.10% | 2.24% | -0.59% | -2.95% | -4.59% | 7.16% | -2.67% | -4.72% | 4.13% | 3.38% | -5.13% | -11.28% |
| 2021 | 0.07% | 0.27% | 7.78% | 0.98% | 1.00% | 3.94% | 1.21% | 2.71% | -2.45% | 3.66% | 0.08% | 5.40% | 27.12% |
| 2020 | -1.30% | -7.61% | -10.00% | 7.45% | 2.17% | 0.84% | -1.00% | 2.41% | -0.16% | -1.14% | 8.65% | 0.33% | -0.87% |
| 2019 | 22.31% | 0.71% | 2.82% | 1.73% | 28.83% | ||||||||
| 2018 | 4.95% | -7.68% | -3.12% | ||||||||||
| 2017 | -0.14% | 3.51% | 3.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FLXG.DE is 50, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
FLXG.DE (Franklin Global Equity SRI UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Global Equity SRI UCITS ETF (FLXG.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Global Equity SRI UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin Global Equity SRI UCITS ETF was 31.11%, occurring on Mar 23, 2020. Recovery took 220 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.11% | Feb 20, 2020 | 23 | Mar 23, 2020 | 220 | Mar 17, 2021 | 243 |
| -15.51% | Jan 5, 2022 | 100 | Jun 16, 2022 | 431 | Feb 23, 2024 | 531 |
| -7.68% | Feb 9, 2018 | 1 | Feb 9, 2018 | 1 | Sep 24, 2019 | 2 |
| -5.09% | Sep 8, 2021 | 17 | Oct 4, 2021 | 15 | Oct 26, 2021 | 32 |
| -4.48% | Nov 23, 2021 | 5 | Nov 30, 2021 | 18 | Dec 28, 2021 | 23 |
Volatility
Volatility Chart
The current Franklin Global Equity SRI UCITS ETF volatility is 2.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.